Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025

Kingswood Wealth Advisors, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.27 Trillion distributed in 745 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $45.2B, Apple Inc. with a value of $44.7B, Nvidia Corp with a value of $42.8B, Microsoft Corp with a value of $29.4B, and Invesco Qqq Trust, Series 1 with a value of $25.5B.

Examining the 13F form we can see an decrease of $1.35T in the current position value, from $2.62T to 1.27T.

Kingswood Wealth Advisors, LLC is based out at San Diego, CA

Below you can find more details about Kingswood Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.27 Trillion
ETFs: $572 Billion
Technology: $215 Billion
Industrials: $75.4 Billion
Financial Services: $71.7 Billion
Consumer Cyclical: $53.7 Billion
Communication Services: $46.2 Billion
Healthcare: $37.7 Billion
Energy: $30.2 Billion
Other: $80.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$45.2 Billion 3.57% of portfolio
73,142
Q1 2025 Reduced 23.63%
$3.69T
$44.7 Billion 3.53% of portfolio
218,012
Q1 2025 Added 0.02%
$456B
$42.8 Billion 3.38% of portfolio
270,605
Q1 2025 Added 7.94%
$3.95T
$29.4 Billion 2.33% of portfolio
59,195
Q1 2025 Added 9.51%
$0
$25.5 Billion 2.02% of portfolio
46,302
Q1 2025 Added 1.61%
$66.3B
$23.9 Billion 1.89% of portfolio
282,255
Q1 2025 Added 1.46%
$0
$23.9 Billion 1.88% of portfolio
816,618
Q1 2025 Reduced 8.01%
$2.26T
$22.7 Billion 1.79% of portfolio
103,437
Q1 2025 Reduced 7.12%
$0
$21.4 Billion 1.69% of portfolio
37,709
Q1 2025 Added 5.12%
$0
$17.9 Billion 1.42% of portfolio
28,868
Q1 2025 Reduced 23.37%
2 X Bitcoin Strategy ETF
-
$16 Billion 1.26% of portfolio
-
Q1 2025 Reduced 14.07%
$127B
$15.5 Billion 1.23% of portfolio
56,405
Q1 2025 Reduced 4.74%
$3.68B
$15.2 Billion 1.2% of portfolio
37,614
Q1 2025 Reduced 5.8%
$0
$14.5 Billion 1.14% of portfolio
812,847
Q1 2025 Reduced 48.97%
$1.78T
$13.8 Billion 1.09% of portfolio
18,750
Q1 2025 Added 5.02%
$0
$11.8 Billion 0.93% of portfolio
120,914
Q1 2025 Reduced 93.55%
$0
$8.85 Billion 0.7% of portfolio
50,049
Q1 2025 Reduced 15.22%
$859B
$8.7 Billion 0.69% of portfolio
29,999
Q1 2025 Reduced 1.08%
$1.08T
$8.79 Billion 0.69% of portfolio
27,662
Q1 2025 Added 2.0%
Fidelity Wise Origin Bitcoin Fund
-
$8.55 Billion 0.67% of portfolio
-
Q1 2025 Reduced 7.39%
$621B
$7.83 Billion 0.62% of portfolio
16,126
Q1 2025 Reduced 15.67%
$218B
$7.65 Billion 0.6% of portfolio
19,715
Q1 2025 Added 2.87%
$0
$7.55 Billion 0.6% of portfolio
56,816
Q1 2025 Reduced 47.91%
$0
$7.41 Billion 0.59% of portfolio
78,967
Q1 2025 Added 2.6%
$0
$7.51 Billion 0.59% of portfolio
17,046
Q1 2025 Reduced 3.95%
$367B
$7.18 Billion 0.57% of portfolio
52,676
Q1 2025 Reduced 9.56%
$0
$7.12 Billion 0.56% of portfolio
125,158
Q1 2025 Reduced 4.56%
$0
$6.8 Billion 0.54% of portfolio
39,233
Q1 2025 Reduced 65.95%
$0
$6.76 Billion 0.53% of portfolio
22,245
Q1 2025 Reduced 7.95%
$96.6B
$6.6 Billion 0.52% of portfolio
9,447
Q1 2025 Reduced 4.82%
Ishares Bitcoin Trust ETF Shs Ben Int
-
$6.29 Billion 0.5% of portfolio
-
Q1 2025 Reduced 2.08%
$545B
$5.94 Billion 0.47% of portfolio
4,437
Q1 2025 Added 1.46%
$1.24T
$5.94 Billion 0.47% of portfolio
33,477
Q1 2025 Added 3.4%
$0
$5.88 Billion 0.46% of portfolio
8,860
Q1 2025 Reduced 15.15%
$141B
$5.81 Billion 0.46% of portfolio
83,648
Q1 2025 Added 1.65%
$6.61B
$5.85 Billion 0.46% of portfolio
5,536
Q1 2025 Reduced 27.58%
$0
$5.56 Billion 0.44% of portfolio
23,447
Q1 2025 Added 1.13%
$439B
$5.63 Billion 0.44% of portfolio
5,691
Q1 2025 Added 2.85%
$0
$5.32 Billion 0.42% of portfolio
53,658
Q1 2025 Added 2.96%
$177B
$5.14 Billion 0.41% of portfolio
24,770
Q1 2025 Added 1.34%
$551B
$5.23 Billion 0.41% of portfolio
14,744
Q1 2025 Reduced 0.03%
$0
$5.15 Billion 0.41% of portfolio
25,171
Q1 2025 Added 3.91%
$0
$5.07 Billion 0.4% of portfolio
55,795
Q1 2025 Reduced 4.17%
$210B
$5.13 Billion 0.4% of portfolio
17,388
Q1 2025 Added 0.52%
$608B
$5.05 Billion 0.4% of portfolio
6,483
Q1 2025 Added 9.73%
$0
$4.81 Billion 0.38% of portfolio
88,447
Q1 2025 Added 1.07%
$0
$4.85 Billion 0.38% of portfolio
44,950
Q1 2025 Added 4.96%
$281B
$4.77 Billion 0.38% of portfolio
48,774
Q1 2025 Added 1.49%
$102B
$4.67 Billion 0.37% of portfolio
10,666
Q1 2025 Added 6.31%

Summary

  • Portfolio
  • No. of Stocks 745
  • Current Value $1.27 Trillion
  • Prior Value $2.62 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 77 stocks
  • Additional Purchases 171 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 458 stocks
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